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Ability for parent to choose a specific charge while making payment
Disclaimer: We are in implementation stage and this idea is based on what we have seen in the demo. Currently the payment made by parent is applied to the oldest charge. The billing clerk has the ability to choose to apply payment but the parents ...0 Needs review
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Add a feature to reverse full or partial charge and auto-create reversing entries
It would be helpful and efficient to have a feature to reverse charges. This was available in Student Billing. What it does is that when open a charge, use reverse full or partial charge, credits and reversing entries will be created to offset the...0 Planned
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Allow users to print statements for only accounts with balances due.
This would allow me to save paper when I need to send statements. I recently printed statements to send out, but out of over 700 statements printed I needed to mail about 70.0 Needs review
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Add "transaction description" as a choice for "transaction list"
Currently you can run a list for transactions in a given period but "description" is not a choice so you cannot see what the transaction is for without clicking into it1 Already exists
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Add Print Function to Lists and Reports
After lists and reports are generated, can they be printed directly from Billing Management? Now they have to be exported first. -
Keep History of Deleted Transactions
There should be a history of any deleted transactions such as charges, credits and payments. Right now, if you delete something, it's completely gone.0 Needs review
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Allow adding credits to payment plans. Spread enrollment deposit evenly
Currently, the payment plans only include charges. We would like to be able to add credits (e.g. sibling discount). Also, the deposit paid at enrollment is applied to the 1st payment of the plan instead of being evenly distributed to each installm...0 Needs review
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Set Credit Card Processing Fee for Parent Convenience Fee Once Not Needing to Set Every School Year.
To pass along the credit card processing fee to parents, you currently have to select this option every school year. It would be much more helpful for it to be a company election rather than a school year election. If the company opts to change th...0 Needs review
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Have the full student name on each billing page
The student name is not consistent on each of the billing pages. Sometimes it's the first and last name, sometimes it's the preferred name and last name. Please could we have the full name (first, preferred, last) in all cases as we have students ...0 Planned
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Add Contract List Columns and Filters to the Students List in Billing Management
Currently the Students List in Billing Management can include certain columns of billing information such as their Payment Plan and current balance. To make a comprehensive list, we also need to be able to pull information from the contract in thi...0 Future consideration